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Invesco Balanced-Risk Commodity Strat A (BRCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.66+0.02 (+0.30%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.05%
5-year average return7.20%
Number of years up7
Number of years down6
Best 1-yr total return (2 May 2024)18.87%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return18.87%
Worst 3-yr total return-15.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRCAXCategory
YTD7.01%22.37%
1-month0.90%1.67%
3-month4.19%13.11%
1-year6.97%48.08%
3-year5.41%3.58%
5-year7.13%3.25%
10-year0.43%-4.08%
Last bull market2.71%5.07%
Last bear market-2.78%-18.58%

Annual total return (%) history

Year
BRCAXCategory
2024
N/AN/A
2023
-3.44%N/A
2022
7.84%N/A
2021
18.87%N/A
2020
7.75%-3.09%
2019
4.20%7.87%
2018
-12.18%-11.52%
2017
4.49%3.66%
2016
11.59%12.16%
2015
-16.80%-23.99%
2014
-16.04%-17.98%
2013
-14.10%-8.73%
2012
3.34%-0.62%
2011
-8.59%-8.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.05%N/AN/AN/A
2023-2.22%-3.18%6.26%-4.01%
202214.64%-2.78%-8.84%6.15%
20216.75%8.12%-0.25%3.25%
2020-25.32%12.71%9.96%16.41%
20194.58%-2.03%-2.55%4.37%
2018-0.86%-0.72%-3.64%-7.40%
2017-0.30%-6.01%3.99%7.22%
20161.79%13.28%-2.54%-0.70%
2015-2.85%0.56%-10.26%-5.10%
20140.91%1.80%-11.63%-7.52%
2013-4.39%-12.87%6.76%-3.41%
201210.39%-9.41%10.68%-6.64%
20112.71%-3.26%-11.37%3.80%

Rank in category (by total return)

YTD41
1-month84
3-month88
1-year33
3-year95
5-year57

Load adjusted returns

1-year1.09%
3-year3.45%
5-year5.92%
10-year-0.14%